Cerity Partners is a leading, national financial services firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our Retirement Plan Advisory practice services businesses to help install and manage corporate retirement plans as a benefit to employees. We view our team as an extension of our clients’ benefits staff to implement a comprehensive fiduciary protection process ensuring they understand and fulfill their responsibilities. Education is a core tenet of our services for both our plan sponsors as well as all their employees through our comprehensive Financial Wellness Coaching Program, which provides financial advocates to support employees in making healthier financial decisions for themselves and their families.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
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You understand the need to provide a world-class customer experience
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You value the collaboration of insightful, experienced colleagues to deliver our services
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You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills